Find Your Financial Co-Pilot

Browse our exclusive directory of vetted Certified Financial Planners (CFP®). Filter by specialty, fee structure, and location to find the perfect match for your financial journey.

Specialty

Fee Structure

Meeting Type

Featured Partner

Sarah Jenkins, CFP®

Apex Wealth Management

New York, NY•In-Person & Virtual

Sarah specializes in helping tech professionals and executives transition smoothly into early retirement.

Fee-OnlyRetirementInvesting

Featured Partner

Michael Chen, CFA

Chen Financial Group

San Francisco, CA•Virtual Only

Over 15 years of experience managing complex portfolios and minimizing tax liabilities for high-net-worth individuals.

AUMInvestingTax Strategy

Elena Rodriguez, CPA, CFP®

Clear Path Financial

Austin, TX•In-Person & Virtual

Passionate about helping young families eliminate debt and build generational wealth through simple, actionable plans.

Flat FeeDebt PayoffSmall Business

David Thorne

Thorne Partners

Chicago, IL•In-Person

Dedicated to comprehensive estate planning and ensuring your assets are protected for your heirs.

Fee-OnlyRetirementEstate Planning

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